James Godrich, Fund Manager
2016 has been a year of political unpredictability.
One of the biggest challenges when investing is getting behind a business’ numbers and understanding the company itself.
Brian Tora, Chartered Fellow, CISI, Consultant to JM Finn
With so much focus on the economic ramifications of populist political events – Brexit, the election of Donald Trump, not to mention more elections in Europe in the pipeline – other drivers of economies have tended to be overlooked.
In this issue:
India is one of the most talked about investment regions right now, offering exciting prospects for investors with a medium term time horizon. Spike Hughes, CEO of Cohesion Investments, a specialist fund distributor, discusses the opportunity to tap into the growth story.
Wealth Planning in focus
With inheritance tax receipts reaching record highs and set to carry on climbing, it is little surprise that death and taxes have long been considered the only certainties in life.
Charities in focus
Our charity clients are an important and growing area of our business and, with over £500 million of assets under management and advice on behalf of charities, we are privileged to work with a broad variety of charities thanks, in part, to our client-driven approach.
In the Autumn issue of Prospects this piece concluded with the words “we are at or near the top of the bull market in bonds”. Ex post that was pretty spot on: the UK gilt market peaked on 12th August which was near enough when I penned the article.
I once overheard a conversation where one shareholder said to another, “When dividends hit my account I get a real buzz – that’s why I own the shares I do.”